Unclaimed Profile

Kathleen E. Heichel

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio

Clean recordPINNACLE WEALTH PLANNING SERVICES, INC.

6 WEST 3RD ST., MANSFIELD, OH 44902CRD# 4620448Firm CRD# 106817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen E. Heichel · MANSFIELD, OH

Registration

CRD #4620448 · PINNACLE WEALTH PLANNING SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen E. Heichel is a registered financial advisor based in MANSFIELD, Ohio, affiliated with PINNACLE WEALTH PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PINNACLE WEALTH PLANNING SERVICES, INC.

PINNACLE ADVISORS

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE WEALTH PLANNING SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4620448

Firm CRD# 106817

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen E. Heichel offer?

Kathleen E. Heichel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANSFIELD, Ohio for a consultation.

What are Kathleen E. Heichel's credentials?

Kathleen E. Heichel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen E. Heichel located?

Kathleen E. Heichel is based in MANSFIELD, Ohio, working with PINNACLE WEALTH PLANNING SERVICES, INC.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.

How does Kathleen E. Heichel charge for services?

Kathleen E. Heichel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH PLANNING SERVICES, INC.?

PINNACLE WEALTH PLANNING SERVICES, INC. has approximately 30 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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